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Broadridge

1,000 hedge funds and large institutions have $22.2B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 354 increasing their positions, 350 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+83
Holders Change %
+9.05%
% of All Funds
14.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
138
Increased
354
Reduced
350
Closed
47
Calls
$37.1M
Puts
$6.51M
Net Calls
+$30.6M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
351
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.36M +$61.5K +286 +3%
VPIM
352
Vanguard Personalized Indexing Management
California
$2.35M +$429K +1,994 +22%
Verition Fund Management
353
Verition Fund Management
Connecticut
$2.33M +$2.33M +10,814 New
BBVA
354
Banco Bilbao Vizcaya Argentaria
Spain
$2.32M +$25.8K +120 +1%
RC
355
Roundview Capital
New Jersey
$2.31M +$47.3K +220 +2%
SIA
356
Schechter Investment Advisors
Michigan
$2.29M -$289K -1,343 -11%
UM
357
UniSuper Management
Australia
$2.26M +$154K +715 +7%
EMPI
358
Elo Mutual Pension Insurance
Finland
$2.26M -$65.8K -306 -3%
BCM
359
Brown Capital Management
Maryland
$2.25M -$3.09M -14,378 -58%
A
360
AlphaQuest
New York
$2.25M +$2.25M +10,467 New
AT
361
American Trust
Kentucky
$2.23M +$2.23M +10,386 New
WA1
362
Wimmer Associates 1
California
$2.23M +$9.68K +45 +0.4%
RFC
363
Regions Financial Corp
Alabama
$2.22M -$14.4K -67 -0.6%
MAA
364
Mraz Amerine & Associates
California
$2.2M -$39.1K -182 -2%
MGP
365
Metis Global Partners
California
$2.19M +$8.82K +41 +0.4%
FCBT
366
First Citizens Bank & Trust
North Carolina
$2.18M -$41.5K -193 -2%
LF
367
Lantz Financial
Illinois
$2.17M -$9.03K -42 -0.4%
GT
368
Greenleaf Trust
Michigan
$2.16M -$1.94K -9 -0.1%
OPERF
369
Oregon Public Employees Retirement Fund
Oregon
$2.14M -$43K -200 -2%
LA
370
Legacy Advisors
Pennsylvania
$2.12M +$40.4K +187 +2%
QT
371
Quantbot Technologies
New York
$2.11M +$692K +3,219 +49%
Wealthfront Advisers
372
Wealthfront Advisers
California
$2.11M -$44.9K -209 -2%
Rafferty Asset Management
373
Rafferty Asset Management
New York
$2.1M -$86.2K -401 -4%
PA
374
Pinnacle Associates
New York
$2.07M -$23K -112 -1%
LIM
375
Leavell Investment Management
Alabama
$2.06M